A. J. Kirkwood & Associates, Inc. Employee Stock Ownership Plan — Form 5500 plan (A.J. Kirkwood & Associates, Inc.)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, A. J. Kirkwood & Associates, Inc. Employee Stock Ownership Plan is a benefit plan reported by A.J. Kirkwood & Associates, Inc. under EIN 33-0707710 and plan number 003. The latest loaded filing year is 2023. The filing reports 663 participants and $23,755,997 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- A.J. Kirkwood & Associates, Inc.
- EIN
- 33-0707710
- Plan number
- 003
- Plan type
- 2
- Location
- Fullerton, CA
- Latest filing year
- 2023
- Participants
- 663
- End-of-year plan assets
- $23,755,997
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 663 | H | 20241015170419NAL0058861570001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $23,755,997
- Total liabilities (EOY)
- $216,736
- Net assets (EOY)
- $23,539,261
- Net assets (BOY)
- $24,740,879
Income & contributions
- Employer contributions
- $2,573,295
- Participant contributions
- $0
- Total contributions
- $2,575,120
- Total income / additions
- $576,950
Expenses & distributions
- Benefits paid
- $1,778,568
- Administrative expenses
- $0
- Total expenses
- $1,778,568
- Net increase / (decrease)
- -$1,201,618
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.